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Discovery Call Questionnaire - Free Sales Template | ZenBuild | ZenBuild

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Discovery Call Questionnaire

Prepare for and document discovery calls with prospects using a structured questionnaire. Captures current challenges, goals, timeline, and key stakeholders for deal qualification.

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Discovery Call Questionnaire

Document your discovery call notes and prospect qualification data in one place.

Prospect / Company Name*

Account Executive*

What is the prospect's primary problem or goal?*

Decision Timeline*

Is there an active budget for this?*

Yes, approved budgetBudget pending approvalNo budget yet

Key Stakeholders Identified

Agreed Next Steps

Template Details

CategorySales

Fields7

Uses0

Views1

salesdiscoveryqualificationprospecting